Filed March 1, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $794 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,943 | $45,825+28.6% | $90,645-35.0% | $56,287+4.7% |
| Participation rate | 90.0% | 66.7%+23.3pp | 74.0%+16.0pp | 69.9%+20.1pp |
| Annual return | 4.10% | 38.64%-34.5pp | 1.88%+2.2pp | -9.96%+14.1pp |
| Employer contribution / active EE | $839 | $1,372-38.8% | $2,532-66.8% | $2,111-60.2% |
| Participant deferral / active EE | $3,384 | $2,562+32.0% | $3,425-1.2% | $3,350+1.0% |
| Admin fee / account holder | $6 | $413-98.6% | $4,994-99.9% | $521-98.9% |